C14. Overdue Preventive Care/ Well Visit List

Choose he from and to Creation Dates, from and to DOB, Patient Scheduled From and To dates, Patient Not Scheduled From and To Dates, from and to Birth Months, Patient, Referral Source, Gender, Acc. Type and the CPT. Click on Search to continue. Click on the  icon to download the report as an Excel Spreadsheet and […]

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D1. Summary – Insurance Aging Report

Select the Insurance Company, Oldest Aging Bucket value, and the INS. Level (P/ S/ T). Choose whether to show the results As Per Contract Amount. Click on Search to continue. Upon search the Aging Summary and A/ R Aging Bucket will be shown. Select the icon to download both the Aging Summary Report and the A/ […]

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D2. Detailed – Insurance Aging Report

Select any Payer or choose the All check box to select all Payers, Legal Entity, Provider, INS. Level (P/S/T), range of value for Aging Bucket or manually enter a range of value for the same,Collection Status and Collection Sub Status. To Exclude User Activity, keep the check box selected for the same name. Click on […]

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D3. Summary – Patient/ Guarantor Balance And Aging Report

Select the Type as either Patient/ Guarantor or both, Name and Case Type. Click on Search to continue. Upon search the Aging Summary and the A/ R Bucket Report will be shown. Select the   icon to download the both reports as an Excel Spreadsheet and the   icon to download the reports as PDF. Sample Excel […]

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D4. Summary – Insurance Balance And Aging By Patient

Select the Insurance Company, Case Type and a value indicating the Oldest Aging Bucket.  Choose whether to Exclude Additional Info. Also select the option to show All/ Patient reports. Click on Search to continue. Select the   icon to download the report as an Excel Spreadsheet. Sample Excel Report

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D5. Detailed – Patient Age Report

Choose the Patient, Legal Entity, Provider, Case, from and to DOS and Acct. Dates. Also choose whether to Show Denial Information or to Show Legends by checking the boxes for the same. Click on Search to continue. Click on the  icon to download the report as an Excel Spreadsheet and the  icon to download as PDF. Click […]

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D6. A/ R Aging Summary Report

To generate the A/ R Summary Report, select a Provider from the list. The reports for ALL Providers will be shown by default. Click on Search to continue. Select the   icon to download the report as an Excel Spreadsheet. Sample Excel Report

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D7. Accounts Receivable Aging Report

To generate the Accounts Receivable Aging Report, select a Provider from the list. The report for ALL Providers will be shown by default. Click on Search to continue. Select the   icon to download the report as an Excel Spreadsheet and the   icon to download the report as PDF. Sample Excel spreadsheet Sample PDF Report

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D8. Provider Wise A/R Aging Report

Choose the Legal Entity from the list and click on the Search option. The results will be shown as below. Click on the  icon to download the report as an Excel Spreadsheet an the  icon to download the report as PDF. Sample Excel Report Sample PDF Report

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D9. Aging Report By Case Type

To generate Aging Report By Case Type, select the Legal Entity and the Provider. Click on Search to continue. Select the   icon to download the report as an Excel Spreadsheet and the   icon to download the report as PDF. Sample Excel Report Sample PDF Report

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